Subject Matter Experts > Underwriting

Underwriting Support

Finding qualified insurance underwriters – even on a temporary or contract basis – has become more challenging in recent years. Industry trends indicate that there will be a deficit of 35,000 insurance professionals by 2020, and 25 percent of the underwriting force is due to retire in the next few years. With this in mind, finding the right talent for your underwriting department is becoming increasingly difficult. Many organizations are seeking help from an experienced insurance recruiter like The Jacobson Group. Other organizations are relying on flexible staffing models, such as the utilization of contract underwriters, to combat the talent gap and complement their full-time staff on an as-needed basis for special projects or to combat an influx in demand.

Whether you need one underwriter or a team of underwriters, Jacobson can provide access to professionals at all levels with the functional expertise needed to support your particular need. 


Underwriting Consultants

In addition to underwriting assistants and mid-level underwriters, Jacobson can provide access to underwriting subject matter experts with the expertise to address consulting and business-critical needs. Our network of underwriting consultants average 15 years of functional expertise and can be mobilized onsite or in a work-at-home setting to best meet your department's needs and budget.

How to Manage Remote Underwriting Staff


Health Insurance Underwriting

Underwriting consultants are in high-demand, and the health industry is no exception. Skilled underwriters with functional expertise and specific health insurance product line experience are required to set your company’s health insurance underwriting process apart from other underwriting companies. Our underwriting experts provide acumen in the following subject matter areas:

  • Individual and Group Underwriting
  • Pricing
  • Process Analysis
  • Process Improvements
  • Underwriting Management

Download our brochure to learn more about our health insurance underwriters.

Download Our Large Group Underwriter Case Study.


Disability and Life Insurance Underwriting

As with other lines, the life and disability insurance industry has its unique challenges. Skilled underwriters help navigate these challenges, refining your company’s life insurance underwriting process and yielding more profitable products and decreased exposure.

  • APS Summaries
  • Full Underwriting
  • Growth
  • Interim Management
  • Mergers and Acquisitions
  • Operational Streamlining and Efficiencies
  • Quick Quotes
  • Strategic Planning
  • Training
  • Trial Apps
  • Underwriting Guideline Development

Download our brochure to learn more about our life underwriters.

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Casualty and Property Insurance Underwriting

The underwriting projects of the property and casualty industry are as diverse as its product lines. We provide underwriters with proven product line knowledge and hands-on functional expertise to meet a variety of underwriting needs. Whether you are in need of a commercial insurance underwriter or someone who specializes in auto insurance underwriting, Jacobson has a plethora of experienced personnel available for temporary hire.

  • Auditing
  • Backlogs
  • Branch Consolidations
  • Growth
  • Interim Management
  • Marketing Penetration and Feasibility Studies
  • Mergers and Acquisitions
  • Operational Streamlining and Efficiencies
  • Product Launches
  • Strategic Planning
  • System Conversions Training

Download our brochure to learn more about our casualty and property insurance underwriters.

Download our commercial lines underwriting trainer case study.


Jacobson’s Insurance Underwriter Network

For nearly 50 years, we have developed an extensive network of underwriting experts. To view a sampling of the consultants available for your special projects and interim engagements, search for underwriting consultants now.


Complimentary Guide: 2019 Underwriting Trends


Life Underwriter
Financial Services Company

Advanced Underwriters (3)
Life Insurance Company

Underwriting Director
Health Plan Company

Group Medical Underwriters (14)
Life Insurer

Medical Underwriter
Healthcare Provider